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Annuities & Segregated Funds Investor Profile Your Personal Data:

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HOW MUCH MONEY DO YOU HAVE TO INVEST OR ARE SEEKING TO TRANSFER INTO A NEW INVESTMENT OPPORTUNITY?
Your Message:
FINANCIAL OBJECTIVES AND TIME HORIZON 1. Which of the following statements best describes your objective for the money you are investing? a) Preservation of Capital b) Growth through a balance of capital gains and income c) Growth through capital gains and some income d) Growth primarily through capital gains
2. How long do you plan to have that money invested? a) Under 2 Years b) 2 - 5 Years c) 6 - 10 Years d) 11 - 15 Years e) Over 15 Years
3. What is the chance that you may wish to cash in a significant portion of this investment earlier than anticipated? a) Low (Less than 10%) b) Medium (Between 10% - 25%) c) High (Over 25%)
INVESTMENT EXPERIENCE AND KNOWLEDGE 4. Which of the following best describes your level of investment knowledge? a) Novice b) Some familiarity c) Reasonably knowledgeable d) Quite knowledgeable e) Very knowledgeable
ATTITUDE TOWARDS RISK 5. Typically, investments which are more volatile (i.e., tend to go up and down in value) will, over the long term, have greater potential for return. With regards to this statement, how much of a drop in value over one year could you tolerate before becoming uncomfortable? a) Less than 10% b) 1% to 3% c) 3% to 5% d) 6% to 10% e) More than 10%
6. Investments that offer the highest potential of returns typically have the greatest variability of returns. Given this statement, assuming you had a $10,000 investment, please select one of the following gain/loss scenarios that you would be most comfortable with after a five-year investment time period. The gain/loss scenarios below show range of the potential value of the $10,000 investment at the end of the five-year period. a) Highest $13,500 Lowest $10,400 b) Highest $17,100 Lowest $9,700 c) Highest $19,700 Lowest $8,800 d) Highest $21,800 Lowest $7,900 e) Highest $26,600 Lowest $6,700
PERSONAL INFORMATION 7. Which of the following best describes your employment circumstances? a) Full-time b) Self-employed c) Part-time d) Retired e) Other
8. Your personal income, before taxes, is in which of the following ranges: a) Under $25,000 b) $25,000 - $50,000 c) $50,001 - $80,000 d) $80,001 - $125,000 e) Over $125,000
9. The current value of your investments (i.e., registered, non-registered, mutual funds, segregated funds, checking/savings accounts) excluding real estate is: a) $25,000 or less b) $25,001 - $50,000 c) $50,001 - $100,000 d) $100,001 - $250,000 e) Over $250,000
10. Your current age is within which of the following categories: a) Under 30 b) 30 - 39 c) 40 - 54 d) 55 - 69 e) Over 69
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Annuities & Segregated Funds Investor Profile

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